VP, Wealth Specialist

<p class="MsoNoSpacing"><span style="font-size:11pt;">Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives. </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;">In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan. </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;">Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability. </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;">The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.</span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p> <p class="MsoNoSpacing"><b><span style="font-size:11pt;">Key Appointments </span></b></p><p><b></b></p><b></b> <p class="MsoNoSpacing"><span style="font-size:11pt;">The Wealth Specialist is responsible for providing tailored wealth and insurance solutions to high-net-worth clients. Supporting succession planning conversations, this role bridges complex financial planning, risk management, and insurance products to help clients achieve their personal and legacy goals. The Wealth Specialist works closely with the Product, Underwriting, and Business Development teams to deliver holistic solutions that meet client needs while driving business growth. </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p> <p class="MsoNoSpacing"><b><span style="font-size:11pt;">Key Responsibilities </span></b></p><p><b></b></p><b></b> <p class="MsoNoSpacing"><u><span style="font-size:11pt;">Client Advisory & Relationship Management </span></u></p><p><u></u></p><u></u> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Develop and maintain strong relationships with HNW clients, understanding their financial objectives, risk appetite, and legacy planning needs. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Conduct comprehensive needs analysis and financial assessments to propose customized insurance and wealth planning solutions. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Support succession planning conversations e.g. wealth structuring, succession planning, and protection strategies. </span></p><p></p> <p class="MsoNoSpacing"><u><span style="font-size:11pt;">Solution Design & Product Expertise </span></u></p><p><u></u></p><u></u> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Collaborate with internal teams (Product, Underwriting, Actuarial) to craft innovative insurance and wealth solutions. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Maintain in-depth knowledge of the company’s product offerings and market trends to provide informed recommendations. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Ensure all proposals comply with regulatory requirements and internal governance standards. </span></p><p></p> <p class="MsoNoSpacing"><u><span style="font-size:11pt;">Business Development & Cross-Selling </span></u></p><p><u></u></p><u></u> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Identify and develop new HNW business opportunities both onshore and offshore to drive revenue growth. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Build and maintain strong relationships with brokers, introducers, and strategic partners. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Support the growth of the HNW portfolio through proactive client engagement, referrals, and strategic outreach. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Contribute to new product launches and client education initiatives. </span></p><p></p> <p class="MsoNoSpacing"><u><span style="font-size:11pt;">Compliance & Risk Management </span></u></p><p><u></u></p><u></u> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Adhere to MAS regulatory requirements and internal compliance protocols in all client interactions and sales activities. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Ensure accurate documentation, reporting, and record-keeping of all client engagements. </span></p><p></p> <p class="MsoNoSpacing"><span style="font-size:11pt;"> </span></p> <p class="MsoNoSpacing"><b><span style="font-size:11pt;">Key Requirements </span></b></p><p><b></b></p><b></b> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Bachelor’s degree in Finance, Economics, Insurance, or related fields. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Relevant professional certifications such as CFP, ChFC, RFP, or advanced insurance qualifications preferred. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">5-8 years of experience in wealth management, insurance advisory, or private banking with HNW clients. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Strong understanding of insurance products (Indexed Universal Life, Indexed Income, USD denominated Par), legacy and estate planning solutions. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">Excellent communication, interpersonal, and presentation skills. </span></p><p></p> <p class="MsoNoSpacing" style="margin-left:0.5in;text-indent:-0.25in;"><span style="font-size:11pt;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:11pt;">High integrity and a client-centric approach. </span></p><p></p>